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Global Frontier Investments Llc

Portfolio Manager
Global Frontier Investments LLC
Performance
-13.61% (2026 Q1)
AUM (13F)
$437.72M
# of Holdings
23
Performance Rank
Allocation (Top 20)
100%

Global Frontier Investments Llc Holdings Map

Top 15 Global Frontier Investments Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JPM
JPMORGAN CHASE
21.1%314.0K$92.4M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 379.0K shares2025-Q3: 429.0K shares2025-Q4: 314.0K shares2026-Q1: 314.0K shares
$138.81(+114.55%)
2026-03-31
AXP
AMERICAN EXPRESS CO
16.12%233.2K$70.5M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 197.2K shares2025-Q3: 247.2K shares2025-Q4: 233.2K shares2026-Q1: 233.2K shares
$189.21(+65.68%)
2026-03-31
ACN
ACCENTURE PLC CL A
9.74%215.0K$42.6M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 15.0K shares2025-Q3: 115.0K shares2025-Q4: 215.0K shares2026-Q1: 215.0K shares
$260.02(-35.07%)
2026-03-31
PGR
PROGRESSIVE CORP
8.24%182.0K$36.1M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 182.0K shares2025-Q3: 182.0K shares2025-Q4: 182.0K shares2026-Q1: 182.0K shares
$103.57(+92.84%)
2026-03-31
MA
MASTERCARD INC A
7.76%68.0K$34.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 68.0K shares2025-Q3: 68.0K shares2025-Q4: 68.0K shares2026-Q1: 68.0K shares
$353.50(+39.80%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC CL A
7.22%44$31.6M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 44 shares2025-Q3: 44 shares2025-Q4: 44 shares2026-Q1: 44 shares
$343811.69(+110.53%)
2026-03-31
USB
US BANCORP
6.63%558.0K$29.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 558.0K shares2025-Q3: 558.0K shares2025-Q4: 558.0K shares2026-Q1: 558.0K shares
$53.70(-1.07%)
2026-03-31
KKR
KKR
5.73%271.0K$25.1M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 91.0K shares2025-Q3: 271.0K shares2025-Q4: 271.0K shares2026-Q1: 271.0K shares
$104.49(-7.20%)
2026-03-31
WAL
WESTERN ALLIANCE BANCORP
4.61%285.0K$20.2M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 285.0K shares2025-Q3: 285.0K shares2025-Q4: 285.0K shares2026-Q1: 285.0K shares
$69.55(+7.01%)
2026-03-31
AON
AON PLC CLASS A
3.61%49.0K$15.8M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 49.0K shares2025-Q3: 49.0K shares2025-Q4: 49.0K shares2026-Q1: 49.0K shares
$269.11(+17.88%)
2026-03-31

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